Communication and Governance Strategies for Family Enterprises

Legacy Builders: Strategies for Building Successful Family Enterprises · Sep 1, 2023 · 39m

Summary:

In this episode, Cory introduces Trudy Pelletier, an expert in communication and governance for family enterprises. Trudy shares her inspiring journey, emphasizing the importance of understanding childhood experiences and living life with purpose. She defines her role as facilitating difficult conversations within families and highlights the need for open communication, especially regarding money matters. Trudy also addresses handling resistance within families and discusses common challenges in wealth transition, including unresolved family history. She explains the initial steps in…